Heritage Investment Group, INC.
Pompano Beach, FL·SEC-registered · CRD #113204
Heritage Investment Group, INC. is an SEC-registered investment advisory firm in Pompano Beach, FL managing $2.2B across 2.2k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
2.2k
Advisory staff
12
Fee model
Fee-only
How Heritage Investment Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Heritage Investment Group, INC.
How much does Heritage Investment Group, INC. manage?
Per its most recent SEC Form ADV filing (03/19/2026), Heritage Investment Group, INC. reports $2.2B in regulatory assets under management across roughly 2.2k client accounts.
How does Heritage Investment Group, INC. charge?
Heritage Investment Group, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Heritage Investment Group, INC. a fiduciary?
Yes. Heritage Investment Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #113204), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Heritage Investment Group, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Heritage Investment Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Pompano Beach, FL
Profile compiled from Heritage Investment Group, INC.'s public SEC Form ADV filing (CRD #113204, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Heritage Investment Group, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Heritage Investment Group, INC.? Claim this profile.